List of documents to upload without custom controls
Has anyone found a way to configure a list of required documents, calculated by business rules, without creating any custom controls or activities?
The same requirement has been formulated by 3 clients in a row: based on case data, a list of required attachment categories, must be shown to a user, who has to upload 1..N documents for each category, before their case can be processed further. The user should see which documents were uploaded for each category and how many categories have nothing attached yet. The UI tends to look like this:
It appears that there are several approaches offered out-of-the-box, but each has a limitation requiring custom extensions:
The pxAttachContent control requires users to select the attachment category, ignoring the category settings configured at design time.
Similarly, the pyCaseAttachments section requires the user to first upload a document and then select an attachment category. This prevents integration into a list of required categories.
Validation logic can be associated with each attachment category and errors will inform the user about missing documents upon assignment submission. Clients discard this approach due to the lack of guidance before submission.
The pyAttachFieldRequired section limits the number of attachments per category to one. It also fails to trigger a refresh after upload, so that the list of outstanding attachments and categories could be updated.
That flow action defers the selection of the attachment category to the user, whereas the requirement is to list a set of attachment categories and let the user upload documents for each one. Functionally, it is the same. From a user experience perspective, however, the former lacks the guidance provided by the latter.
Given the lack of input from the community, we opened a support request, asking for help to have pxAttachContent apply the design-time setting of the attachment category (SR-D15139).
Pega Support facilitated a call with engineering, who indicated that the pxAttachContent control was not part of case management and was not supported. In fact, they considered the requirement above as being too specific for a standard solution and suggested, as a workaround, to override the out-of-the-box activity pyUploadFile to set the attachment category.
The results can be seen below. For each attachment category, we show an upload button, that brings the standard attach file(s) modal window, but the category for each new file is preset.
Posted: 2 years ago
Updated: 2 years ago
Posted: 21 Jun 2019 6:52 EDT Updated: 21 Jun 2019 6:53 EDT
Lochana Durgada Vijayakumar (Lochan_DV)
Lead Technical Documentation Specialist
I see that an enhancement was logged in over the SR recently. I have updated the enhancement request ID in the Related Support Case Number field in your original post above. As stated in the SR, please get in touch with your Pega Account Executive to drive this further.